This article provides an overview of the data flow between Workpapers Sorted, Xero Practice Manager (XPM) and Xero Ledger

Workpapers Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice Manager, and Xero Ledger to streamline tax workpaper processes.

Xero Practice Manager (XPM) is a practice management solution that handles client details and practice-related information.

Xero Ledger is an accounting platform where financial data is recorded and stored.

Xero Practice Manager to Workpapers Sorted: Client details synchronisation.

Workpapers Sorted to Xero Practice Manager: Relationship details update.

Xero Ledger to Workpapers Sorted: Financial data retrievals like balance sheet, profit and loss account, trial balance, general ledger, and journal report.

Workpapers Sorted to Xero Ledger: Journal entries submission.

Understanding these dataflows is crucial for ensuring that all systems work together seamlessly, reducing the risk of errors, and enhancing the efficiency of your tax workpaper processes.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.